This paper explores ideas at the intersection of three topics : philanthropy in the developing world; the democratisation of corporate finance; and capitalism (reimagined) as a political and economic system to increase inclusion and equality. Philanthropy in the Developing World The Mandalay Projects For more than 15 years The Mandalay…

On 2 January 2022 Vitalik Buterin (VB) published a tweet thread setting out some of the things he has said and written over the past decade, and what he thinks about those subjects today. I try to read everything VB writes (I do not claim to understand it all) but…

Introduction and Summary Blockchain Assets Pty Ltd is the trustee and manager (the Manager) of the Blockchain Early Opportunities Fund. This submission draws on the experience the Manager has researching and investing in blockchain technology for more than 5 years. We have over the years watched with interest the development of regulations across…

We need to think about money! Because money is changing fast and we want to have a say on those changes before it is too late. The Australian Dollar (‘the Aussie’) is one of the world’s best fiat currencies, we are proud of the Aussie and all it represents. But…

‘Know what you own and why you own it’ Peter Lynch — President fo stock picks Fidelity Investments ( 1977–1990) I am often asked what type of assets we hold in our fund, are they just cryptocurrencies or are they something else. …

The heading of this Government report should scare anyone who seriously understands blockchain technology and believes in democracy, freedom, privacy and liberty. The idea of a National blockchain is horrifying to me… Anyone who has researched blockchain technology understands that it can be used as a democratising technology or as…

I do not usually make my investor newsletter public, but given the significance of recent and unfolding events I have decided to share it on this occasion (excluding funds performance data, AUM figures and asset allocation details). Dear Fellow Investors I hope you and your families are well and staying safe. This is…

The Nation State Arms Race for Cryptofiat — Preamble Humans change their money every century or so, (see the Bitcoin Standard and the History of Money) and such change does not typically happen with a big bang, it is more of a gradual process with the new system replacing the legacy system over decades. For the purpose of this…

Submission to Australian Treasury Department Introduction and Summary My submission considers three aspects of the proposed elimination of Cash from Australian society. 1. Human Rights and the importance of Cash to freedom and liberty. 2. The exemption for ‘Digital Currency’ and Australia’s position in the world relative to the development of peer-to-peer transactional…